The Women in Retirement Conference (WiRC) is the only conference of its kind, with conference content built by women for women advisors and TPAs in the industry. WiRC brings together women advisors and TPA business owners and leaders in the retirement plan service industry. The education focuses on five key areas: leadership, sales & marketing, practice management, advocacy and professional development & growth.
January 11-13, 2023
(valid until 12/2/2022)
(valid until 1/10/23)
(valid after 1/10/23)
Eligible attendees: Women Advisors and TPA Business Leaders
WiRC also welcomes: Women who are leaders (and aspiring leaders) and in client (plan sponsor) facing roles, including: Actuaries; ERISA Attorneys, Broker-Dealers / RIA Home Office, Plan Sponsors / HR Professionals, Plan Compliance / Consultants / Administrators. All registrations are subject to approval.
By registering for this event, you agree to abide by our Event Policies.
Preliminary schedule as of August 2022. Times and topics subject to change. Stay tuned for the full agenda!
Sophia Hyde – Release Your Favorite Self
For far too long, we have been focused on messages around defining “success” or “living our best life.” But the connotations of how society defines these words may not align with our personal desires and values. We keep looking for answers “out there” as if there is an expert who can tell us what we need to know.
The reality is, we do already know. Who we truly are, what we really want, and the plan we need to follow to get there are already inside each of us. Those answers are sitting underneath layers upon layers of messages we have received over a lifetime. The beauty of clarifying your favorite self is there is only one connotation of the word favorite, that you determine it.
Sophia Hyde is a master certified coach who specializes in helping people liberate themselves from the life they believe they “should” be living into the one they genuinely desire. She will guide the audience through multiple exercises that will provide clarity and a path to the future they crave.
Negotiation is a skill that can bring significant value for everyone, yet women are far less likely to engage in the practice. With good reason. Studies and anecdotes galore tell us that women are often penalized for negotiating. In 2001, only 7% of women negotiated their first salary compared to 57% of men. Labeled aggressive instead of assertive or attracting the dreaded b-word, they fear the process for fear of retaliation. Are women terrible negotiators? No. In fact, the opposite is true. Their superior trust and empathy skills make them ideal negotiators. Often they just need to work on their confidence and employ some subtle communication tricks to get what they want — without that dreaded label. Listen to Fotini tell you her negotiation war stories and how she overcame gender and age discrimination to go on to be the expert that Fortune 500 executives seek out for their high stakes scenarios. You’ll leave with the motivation and confidence and the knowledge to tackle your next negotiation with ease.
As a sought after negotiation expert, Fotini Iconomopoulos is often asked to appear on TV, podcasts, radio, and is often quoted in notable online and printed press. She can provide commentary on workplace dynamics, improving conversations at home, increasing personal wealth, building confidence and credibility, conflict management, and current events.
School is (back) in session with Kelsey Mayo.
Join us for this session that will put your practice at the head of the class with this lesson in advocacy, legislation, law, compliance, and implementation. When it comes to taking legislation from initial proposal to the final “text” – the process can really look like a game of “would you rather”. And then, once a bill is a new law, what happens next? How do you ensure that your voice matters – especially when it comes to compliance and implementation? How does the ARA Government Affairs team work to make sure your voice is heard with regulatory agencies who have oversight?
Lindsay Troxell – Modern Prospecting
The future is calling – and it’s not using a rotary phone. In this session we will explore how dusting off the fundamentals can lead to uncovering a unlimited supply of new and creative ways to engage with investors to drive satisfaction and growth.
- Shift your mindset – it’s not lack of skill or knowledge that’s holding you back.
- Narrow your focus on a Unique Business Tranche – this doesn’t mean giving up your non niche clients.
- Create a written client persona – it’s the key to unlocking unlimited ideas to shape your business.
Lindsay Troxell is Senior Director, Knowledge Labs® Professional Development at Janus Henderson Investors. In this role, she provides performance coaching and consulting to financial professionals and their clients. Ms. Troxell has an unapologetic commitment to being curious and challenges her clients to manage their minds, which makes her a sought-after coach and keynote speaker who disrupts the industry with her ideas around a mindful and integrated approach to wealth and health. She leverages her experience as a certified life coach, executive management consultant, previous financial professional and NextGen leader to coach clients on intentionality and bring valuable insights to wealth managers.
Wednesday, January 11
4:30 – 5:30 pm
New Attendee Orientation
6:00 – 7:00 pm
7:00 – 9:00 pm
Thursday, January 12
8:00 – 9:00 am
9:00 am – 12:00 pm
Keynote Presentations and Roundtable Discussions
12:00 – 1:00 pm
1:00 – 5:00 pm
Keynote Presentations and Roundtable Discussions
6:00 – 9:00 PM
Ladies Night Out
Friday, January 13
8:00 – 9:00 am
9:00 – 11:45 am
Keynote Speakers and Roundtable Discussions
300 E Wigwam Blvd.
Litchfield Park, AZ 85340
Room Rate: $249/night single or double
Cut-off Date: December 20, 2022
Reserve a Room directly with the hotel
We will send an email confirmation of your registration. If you have not received it within 10 business days after registering, please email Accounting.
2023 WiRC Committee
Michelle Engle, CRPC, Financial Advisor, Suncoast Wealth Solutions
Michelle G. Murphy, CPC, QPA, QKC, QKA, Senior Manager, Blue Benefits Consulting, Inc.
Apryl M. Pope, CFP®, CPFA, Certified Plan Fiduciary Advisor, Retirement Plan Partners, LLP
Kathleen J. Tompkins, EA, MSPA, MAAA, Principal, Shore Tompkins Actuarial Resources
Gabrielle Turner, CPSP™, Director of Human Resources, Caroo
ASPPA, American Society of Pension Professionals and Actuaries, and NAPA, National Association of Plan Advisors, are a part of the American Retirement Association (ARA), the umbrella organization for five affiliate organizations: ASPPA, ASEA, NAPA, NTSA and PSCA. The following event policies apply to the 2023 WiRC Conference:
Registration Refund Policy
Requests for refunds should be submitted to firstname.lastname@example.org by December 31, 2022. A refund of the conference fee, minus a $100 processing fee, will be given for cancellations received by that date. No refunds will be granted for requests received after this date. Please note that refunds will not be given for no-shows.
Substitution of registrations is permitted prior to the conference. Only one substitution is permitted per original registrant. The individual submitting the substitution request is responsible for updating any contact information. Requests for substitutions should be submitted to email@example.com by December 31, 2022. No substitutions will be accepted after this date.
Attendees who register in advance may pick up their badge and onsite materials at the Registration Desk during conference hours. If you do not check in at the Registration Desk to pick up your badge, you will be deemed a no-show and continuing education credit will not be issued. Attendees are not permitted to pick up other attendees’ badges/materials.
Covid Waiver & Safety Protocols
By participating in this conference and any associated events, you acknowledge and understand the highly contagious nature of Coronavirus/COVID-19, and that current medical knowledge of the virus, including its transmissibility and risk remains uncertain, particularly in light of evolving variants of the virus. There is not a cure for the virus, and those with certain medical conditions may be at high risk for contracting the virus and/or experiencing significant and life-threatening complications.
You understand and acknowledge that neither the American Retirement Association (ARA) nor the event venues are able to provide a guarantee against transmission of the virus, infection and/or illness and that they are not responsible for any potential exposure to COVID-19 and injuries related thereto or other infectious disease which you may experience in connection with the conference. As such, you assume all risks related to COVID-19, even if arising from the negligence or fault of ARA and you release and hold harmless the ARA, its officers, employees, agents, representatives, affiliates, legal successors, and all persons acting pursuant to its authority from any and all liability for damages for exposure to and/or infection with COVID-19 in connection with or on account of your participation in the conference.
If you test positive for COVID-19 within 14 days of the event or have COVID-19 related symptoms, including if the conditions emerge while you are at the event, you will not attend the conference. If you believe you have been exposed to COVID-19, you should follow the current CDC guidance: https://www.cdc.gov/coronavirus/2019-ncov/your-health/quarantine-isolation.html. In addition, ARA may immediately remove or prohibit you from in-person activities at the conference if you exhibit symptoms associated with COVID-19, or if you fail to comply with any safety procedures stipulated by ARA or the event venue. Please refer to our event policies for additional information about safety protocols and the covid waiver.
If the event is canceled, ASPPA/NAPA will refund your registration fee. ASPPA and NAPA are not responsible for individual airfare, hotel or any other travel expenses that may be incurred.
Consent to Use of Photographic Images
Your registration and attendance at, or participation in, the event and other affiliated activities constitutes an agreement by the registrant to grant ASPPA permission to use photos taken of you at the event for news, promotion and similar purposes.
Solicitation of business by anyone other than ASPPA exhibitors and sponsors is strictly prohibited. Please report any violations to the registration desk.
The views and opinions expressed by speakers or others who have provided materials to and for this conference are not necessarily those of ASPPA or ARA or its affiliate organizations. ASPPA, ARA, and its affiliate organizations assume no responsibility for, nor endorse, any of the comments, recommendations or materials that are provided.
Event Code of Conduct
The American Retirement Association, the umbrella organization for the individual membership organizations: ASPPA, ASEA, NAPA, NTSA and PSCA (collectively the “ARA”), is committed to providing a safe, productive, and welcoming environment for all participants at ARA events. All participants, including, but not limited to, attendees, speakers, volunteers, exhibitors, service providers and ARA staff members, and all others are expected to abide by this Events Code of Conduct. This policy applies to all ARA events (in-person and virtual), including all meetings and conferences, as well as events sponsored by organizations other than ARA but held in conjunction with ARA events. Read the full Event Code of Conduct.
The American Retirement Association, the umbrella organization for five affiliate organizations, ASPPA, ASEA, NAPA, NTSA and PSCA (collectively the “ARA”), assigns the highest priority to full compliance with both the letter and the spirit of antitrust laws and it is vital that any ARA meetings be conducted in a manner consistent with this policy. Read the full Antitrust Policy.